The 2016 Ensemble Executive Forum

We are pleased to have concluded another exceptional Executive Forum in March of 2016. Sixteen firms and seven guest speakers were in attendance, all of which offered invaluable knowledge and shared experiences within the industry. The event was held at the beautiful Lodge at Torrey Pines in sunny San Diego for the third year in a row. Please find the 2016 agenda below:

Wednesday March 9, 2016
6-8:30pm Welcome Dinner and Panel: Solving For Succession and Finding the Right Strategic Partner
A conversation with Neil Hokanson (CEO and Founder of Hokanson Associates) and Rob Francais (CEO of Aspiriant)

Thursday March 10, 2016
8:30–8:30am Breakfast
8:30-9am Introductions
9-10:30am Internal Succession versus External Deals Conversation with Dan Seivert (CEO and Founder of Echelon Partners)
10:30–10:45am Break
10:45–12:15pm Structuring Corporate Governance and Executive Responsibilities Conversation with Bob Bunting (former CEO Moss Adams)
12:15–1pm Lunch on the Arroyo Terrace
1-2:30pm Managing the Equity of the Firm Conversation with Tim Kochis (former CEO of Aspiriant)
2:30–2:45pm Break
2:45–4:30pm Branding the Firm Conversation with Mike Shultz (Co-President of The Rain Group)
6:30–9:30pm Dinner at Cucina Enoteca Del Mar

Friday March 11, 2016
8-8:30am Breakfast
8:30–10am The Strategy of Hope Presented by Sam Allred (Founder of the Upstream Academy)
10-10:15am Break
10:15–11:45am Managing Partner Performance Participant Discussion
11:45-12pm Goodbyes and box lunches to go